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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $6,308 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,324 | $55,470+345.9% | $155,556+59.0% | $74,478+232.1% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 15.51% | 269.80%-254.3pp | 64.84%-49.3pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $6,440 | $2,267+184.1% | $4,675+37.7% | $2,626+145.2% |
| Participant deferral / active EE | $6,626 | $2,838+133.5% | $5,631+17.7% | $4,350+52.3% |
| Admin fee / account holder | $51 | $1,744-97.1% | $15,885-99.7% | $1,946-97.4% |